Personalising your suitability reports using advice options and reasons
Simon Large - 19th April 2022
In this month’s User Tip blog, Simon talks you through how to personalise your suitability reports using advice options and reasons.
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Setting up Your Genovo Account as Optimally as Possible for the Start of the New Year
Simon Large - 10th January 2022
Start your New Year by learning how to write Optimal Suitability Reports with the Genovo App
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2FA, or not 2FA, that is the question.
Simon Large - 19th November 2021
Should you activate 2FA within the Genovo app? Yes, yes you should and here’s why…
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How much information about a client’s circumstances should you include in a suitability report?
Kate Wells - 19th August 2021
Learn how to customise your Genovo account so the information about the client’s circumstances comes out in your reports just the way you want it to.
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How to customise the report title of the reports you create in Genovo
Kate Wells - 19th April 2021
Learn how to add a custom static or dynamic report title to the report title page of your reports.
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How to move the attitude to risk and capacity for loss text from the Recommended Investment Strategy to the Introduction section of your suitability reports
Kate Wells - 15th February 2021
Learn how to customise your Genovo account so a client’s attitude to risk is covered right upfront at the beginning of your suitability reports.
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Introducing our new Summary of Section Snippets Matrix
Richard Lent - 15th January 2021
Learn more about how the Summary of Section Snippets Matrix can help you to customise the boilerplate content of your report template.
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How to change the colour and style of the bullet points in your Genovo reports
Kate Wells - 21st October 2020
Learn how to change the colour and style of the bullet points in your Genovo reports to make them even more visually engaging.
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How to set up your account so the advisers’ headshot and signature image is automatically inserted in their clients’ reports
Kate Wells - 20th March 2020
Learn how to upload a headshot and signature image to a user’s account
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How to add information about the FSCS into your Genovo reports
Kate Wells - 17th February 2020
A step by step guide on how to add information about the FSCS limits into your suitability reports should you wish to.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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